If you're facing difficulties with the import of your clients' data, such as incomplete imports, follow the steps below to resolve the issue.
Step 1: Check for special characters
Ensure there are no special characters in your data. Special characters can disrupt the import process. If found, replace them with standard characters for accurate import.
Step 2: Verify the data structure
Confirm that each piece of information resides in its own dedicated column. The import process relies on columns labeled 'name,' 'email,' and 'phone' for a successful operation. For more detailed information, refer to this article.
Step 3: Consider file length
Avoid excessively long lists. Ensure that a single CSV file doesn't exceed a maximum length of 150 clients to facilitate a smooth import process.
Step 4: Ensure unique client information
Guarantee that each client has a distinct phone number and email. The system identifies and distinguishes clients based on these two data points; therefore, they must be unique for each client.
Step 5: Confirm UTF-8 encoding
Please ensure that the file is coded in UTF-8, as this is also essential for a successful import. UTF-8 encoding supports a wide range of characters and ensures proper handling during the import process. Make sure your file is encoded correctly to prevent any encoding-related issues.
If you've followed the steps above and the import is still unsuccessful, reach out to our customer care team. They are ready to assist you in resolving the issue.